Senior Associate, Investran Support Analyst

IQ-EQ • Boca Raton, FL

4d • $80,000 - $100,000 • Hybrid

About The Position

As a support analyst you will be responsible for handling Allvue & Private Capital Suite inquiries submitted by our internal teams and eventually our clients. Troubleshooting problems with the software application, providing product support and researching issues.

What you’ll do
You'll handle onboarding and offboarding processes, including user setup, management, and investor or contact tracking, while ensuring SOC controls and documentation are maintained.
You'll manage deliverables such as support tickets, vendor issues, project planning, training materials, control logs, and data integrity checks to keep operations running smoothly.
You'll take on centralized tasks like static data uploads, onboarding new domains, and expanding industry knowledge, while developing technical expertise in tools like Microsoft Report Builder, Tableau, and Power BI.
You'll gradually transition from internal responsibilities to client-facing tasks, gaining exposure to procedure design, training, and broader project involvement.
You'll be measured by your ability to train others, meet deadlines accurately, and contribute effectively to team communication, projects, and knowledge sharing.

Requirements

• Over a year of experience in Partnership Accounting, supported by a bachelor’s degree and a foundation in private equity fund and account knowledge.
• Demonstrate authentic, bold, and collaborative values, along with a strong desire to learn, a positive attitude, and the ability to work independently while researching issues.
• Excel in problem-solving, communication, and analytical skills, with sharp attention to detail that ensures accuracy in your work.
• Proficient with MS Office Suite, especially Excel formulas and pivot tables
• Rudimentary knowledge of CSS and HTML

Nice To Haves

• Knowledge of SQL reports, Tableau, and Power BI.

Responsibilities

• Handling Allvue & Private Capital Suite inquiries
• Troubleshooting problems with the software application
• Providing product support
• Researching issues
• Handle onboarding and offboarding processes, including user setup, management, and investor or contact tracking, while ensuring SOC controls and documentation are maintained.
• Manage deliverables such as support tickets, vendor issues, project planning, training materials, control logs, and data integrity checks to keep operations running smoothly.
• Take on centralized tasks like static data uploads, onboarding new domains, and expanding industry knowledge, while developing technical expertise in tools like Microsoft Report Builder, Tableau, and Power BI.
• Gradually transition from internal responsibilities to client-facing tasks, gaining exposure to procedure design, training, and broader project involvement.
• Train others, meet deadlines accurately, and contribute effectively to team communication, projects, and knowledge sharing.

Benefits

• IQ-EQ offers a comprehensive benefits package designed to support employees' well-being and work-life balance
• Employees receive generous paid time off, including 4 weeks of PTO that increases over time, sick time and paid holidays, and financial wellness is supported through a 401(k) plan with a company match (subject to eligibility)
• Health benefits include medical, dental, vision, mental health support and additional ancillary insurance plans
• Additional benefits include paid parental leave and a hybrid work schedule, promoting both personal and professional fulfillment
• The salary for this position will be dependent on experience and location ($80,000 - $100,000)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level